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MAI Capital Management’s State Street SPDR S&P 400 Mid Cap Value ETF MDYV Stock Holding History

MAI Capital Management’s Portfolio MDYV Stock Details MDYV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.61M Sell
16,958
-58
-0.3% -$5.28K 0.01% 776
2026
Q1 		$1.45M Sell
17,016
-17
-0.1% -$1.5K 0.01% 666
2025
Q4 		$1.44M Sell
17,033
-103
-0.6% -$8.62K 0.01% 646
2025
Q3 		$1.43M Sell
17,136
-487
-3% -$40.1K 0.01% 614
2025
Q2 		$1.4M Buy
17,623
+3,708
+27% +$281K 0.01% 570
2025
Q1 		$1.07M Sell
13,915
-917
-6% -$73.8K 0.01% 606
2024
Q4 		$1.19M Sell
14,832
-685
-4% -$56.3K 0.01% 594
2024
Q3 		$1.23M Sell
15,517
-1,024
-6% -$78.2K 0.01% 499
2024
Q2 		$1.21M Buy
+16,541
New +$1.21M 0.01% 545

Other funds holding MDYV

NP
NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
LFS
Lutz Financial Services Omaha, Nebraska $1.64B AUM 15.04% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return
PLFA
Pacific Life Fund Advisors Newport Beach, California $910M AUM 20.54% 1-Year Est. Return

MAI Capital Management's MDYV Position: Q2 2026 in Review

MAI Capital Management reduced its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) stake by 0.34% in Q2 2026, selling an estimated $5.28K and leaving 16,958 shares worth $1.61M. The position accounts for 0.01% of the portfolio, ranked #776.

MAI Capital Management first reported a position in MDYV in Q2 2024 and has held it in 9 quarters since. 383 funds tracked by Wall St. Rank hold MDYV as of Q2 2026.

  • MAI Capital Management held 16,958 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $1.61M as of Q2 2026.
  • MAI Capital Management sold 58 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q2 2026, an estimated $5.28K.
  • State Street SPDR S&P 400 Mid Cap Value ETF made up 0.01% of MAI Capital Management's portfolio in Q2 2026, its #776 holding.
  • MAI Capital Management first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q2 2024 and has held it in 9 quarters since.
  • 383 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.